Form 990 for tax year 2023
Filed by ZIONSVILLE EDUCATION FOUNDATION INC.
Totals
- Total revenue
- $360,985
- Total expenses
- $223,888
- Contributions and grants received
- $309,466
- Grants paid
- $73,410
- Program service revenue
- $0
- Investment income
- $40,469
- Other revenue
- $11,050
- Total assets, end of year
- $2,138,126
- Total liabilities, end of year
- $10,257
- Net assets or fund balances, end of year
- $2,127,869
- Program services expenses (Part IX)
- $143,816
- Management and general expenses
- $12,424
- Fundraising expenses
- $67,648
- Program service expenses (Part III)
- $143,816
Program services were 64.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$95,154
-
1f · All other contributions, gifts and grants
$214,312
-
3 · Investment income
total $40,469 · excluded $40,469
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8a · Fundraising events: gross income
$55,071
-
8a · Fundraising events: contributions included on line 1c
$95,154
-
8b · Fundraising events: direct expenses
$48,060
-
8c · Net income from fundraising events
total $7,011 · excluded $7,011
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: Returned Grant Awards
total $4,039 · related or exempt $4,039
-
11e · Other revenue, total
$4,039
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $6,798 · program services $6,798
-
2 · Grants to domestic individuals
total $66,612 · program services $66,612
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $48,825 · program services $34,177 · management and general $4,883 · fundraising $9,765
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $38,228 · management and general $3,823 · fundraising $34,405
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $6,660 · program services $2,615 · management and general $667 · fundraising $3,378
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $760 · management and general $760
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $8,364 · program services $8,364
-
11g · Fees: other
total $1,730 · program services $679 · management and general $173 · fundraising $878
-
12 · Advertising and promotion
total $17,694 · program services $6,683 · fundraising $11,011
-
13 · Office expenses
total $2,687 · program services $1,612 · management and general $269 · fundraising $806
-
14 · Information technology
total $9,297 · program services $4,224 · management and general $87 · fundraising $4,986
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $1,598 · management and general $1,598
-
24a · Other expenses: District Team Building
total $11,069 · program services $11,069
-
24b · Other expenses: Bank & credit card fees
total $1,928 · fundraising $1,928
-
24c · Other expenses: Other exp
total $1,417 · program services $850 · management and general $142 · fundraising $425
-
24d · Other expenses: Dues & membership fees
total $221 · program services $133 · management and general $22 · fundraising $66
-
24e · All other expenses
total $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $282,475 · end of year $7,198
-
2 · Savings and temporary cash investments
end of year $389,155
-
3 · Pledges and grants receivable
end of year $5,437
-
4 · Accounts receivable
end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
end of year $562
-
10c · Land, buildings and equipment, net
end of year $0
-
11 · Investments: publicly traded securities
beginning of year $1,513,919 · end of year $1,735,774
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $11,071 · end of year $6,757
-
19 · Deferred revenue
end of year $3,500
-
27 · Net assets without donor restrictions
beginning of year $1,193,160 · end of year $1,412,647
-
28 · Net assets with donor restrictions
beginning of year $592,163 · end of year $715,222
Mission and programs · 2023
Mission
The Zionsville Education Foundation (ZEF)is a nonprofit organization dedicated to enhancing the educational experiences of Zionsville students by providing grants for innovative and creative programs. The mission of ZEF is to serve its school community by providing funds that promote academic excellence.
Activities or mission (Part I)
Providing funds that promote academic excellence
-
Funding to Zionsville Community Schools to provide various grants promoting excellence in academic education.
Expenses $100,384 · Grants $29,978
-
Spring program funding to Zionsville Community School teachers based on a grant application and approval process. The grants were reviewed and approved by the grant committee which is comprised of board members and community members. Each grant was reviewed to determine how the grant met the foundation's mission to improve academic excellence. Based on funds available, the highest ranked grants promoting academic excellence were funded.
Expenses $23,393 · Grants $23,393
-
Fall program funding to Zionsville Community School teachers based on a grant application and approval process. The grants were reviewed and approved by the grant committee which is comprised of board members and community members. Each grant was reviewed to determine how the grant met the foundation's mission to improve academic excellence. Based on funds available, the highest ranked grants promoting academic excellence were funded.
Expenses $20,039 · Grants $20,039
As filed on the 2023 return.
Listed in Part VII
-
Lyle Browne
Executive Dir.
- Total calculated
- $48,825
- From this org
- $48,825
- From related orgs
- $0
- Other
- $0
- Hours/week
- 30
-
Ami Fraser 1123-63023
Board Member
- Total calculated
- $0
- Hours/week
- 2
-
Amanda Black
Treasurer
- Total calculated
- $0
- Hours/week
- 2
-
Sara Brauer 63023-123123
Board Member
- Total calculated
- $0
- Hours/week
- 2
-
Erica Carpenter
Secretary
- Total calculated
- $0
- Hours/week
- 2
-
Kristin Champa
Board Member
- Total calculated
- $0
- Hours/week
- 2
-
Amy Essley
Board Member
- Total calculated
- $0
- Hours/week
- 2
-
Andrea Fonseca
Board Member
- Total calculated
- $0
- Hours/week
- 2
-
Maritza Gerde
Board Member
- Total calculated
- $0
- Hours/week
- 2
-
Melissa Gesse 63023-12312
Board Member
- Total calculated
- $0
- Hours/week
- 2
-
Challis Imes
Past President
- Total calculated
- $0
- Hours/week
- 2
-
Theresa Knipstein Meyer
Board Member
- Total calculated
- $0
- Hours/week
- 2
-
Amanda Leet 63023-123123
Board Member
- Total calculated
- $0
- Hours/week
- 2
-
Kim Lewis
Vice President
- Total calculated
- $0
- Hours/week
- 2
-
Jane Louiso
Board Member
- Total calculated
- $0
- Hours/week
- 2
-
Whitney Luther 63023-1231
Board Member
- Total calculated
- $0
- Hours/week
- 2
-
Mark Pascarella
President
- Total calculated
- $0
- Hours/week
- 2
-
Jenni Phenicie
Board Member
- Total calculated
- $0
- Hours/week
- 2
-
Katy Ruhl
Board Member
- Total calculated
- $0
- Hours/week
- 2
-
Jeff Sepiol
Board Member
- Total calculated
- $0
- Hours/week
- 2
-
Andrea Spahn-McGraw
Board Member
- Total calculated
- $0
- Hours/week
- 2
-
Heather Jackson 1123-6302
Board Member
- Total calculated
- $0
- Hours/week
- 2
-
Larry Marietta 1123-63023
Board Member
- Total calculated
- $0
- Hours/week
- 2
-
Chris Mingus 1123-63023
Finance Co-Chai
- Total calculated
- $0
- Hours/week
- 2
-
Brant Wright 1123-63023
Board Member
- Total calculated
- $0
- Hours/week
- 2
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
-
Zionsville Community Schools
$6,798
Academic Excellence
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 11 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202413169349304791
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